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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,970 | $114,119-25.5% | $107,187-20.7% | $138,895-38.8% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 79.9%+11.7pp |
| Annual return | 18.60% | 273.21%-254.6pp | 204.55%-186.0pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,896 | $4,059-28.6% | $3,782-23.4% | $4,194-30.9% |
| Participant deferral / active EE | $9,274 | $5,538+67.5% | $5,096+82.0% | $6,396+45.0% |
| Admin fee / account holder | $20,077 | $10,024+100.3% | $9,162+119.1% | $12,562+59.8% |